Tag: financial planning

3 steps to help get you back on track financially

Posted on Categories Grow your savings, How to save, Manage your debt, Navigate life changes, Save for retirementTags , , Leave a comment on 3 steps to help get you back on track financially
Author Sum180 Lead Coach

Imagine yourself feeling more secure and comfortable in the years to come when it comes to your finances. Making the right changes to your spending has the power make that happen. You can change the trajectory of your financial journey, and you can make the change starting now.

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5 Simple Tricks for Financial Self-Care

Posted on Categories Grow your savings, How to save, Navigate life changesTags , 1 Comment on 5 Simple Tricks for Financial Self-Care
Author Sum180 Lead Coach

A healthy approach to dealing with your money isn’t always about focusing on big, long-term goals. Some of the most important things you can do regarding your money are simple tricks that build the foundation for your long-term financial wellbeing.

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Hitting the Reset Button Financially: 3 steps to get started

Posted on Categories Grow your savings, Navigate life changesTags , Leave a comment on Hitting the Reset Button Financially: 3 steps to get started
Author Sum180 Lead Coach

The end of the year is a good time to hit the reset button in general. This includes taking stock of your financial picture, regardless of where you stand at the moment. And, in fact, if you’re feeling uncertain or worried about your financial picture, this step becomes even more important. Think of year-end as a time to step back, reflect, and reassess where you are financially – to take in the bigger picture – so you can make thoughtful, confident decisions about how to move forward in the coming year.

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When do you need a financial planner?

Posted on Categories Navigate life changesTags , Leave a comment on When do you need a financial planner?
Author Sum180 Lead Coach

How a financial planner can help you is less about your chronological age and more about your circumstances or the life transitions you’re experiencing. For example, in your 30s, here are some situations where a financial planner can help you make sound decisions about your money.

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Financial tips for every stage of your relationship

Posted on Categories How to save, Manage your debt, Navigate life changesTags , , Leave a comment on Financial tips for every stage of your relationship
Author Sum180 Lead Coach

Being in sync when it comes to dealing with money is a big plus in any relationship, but it’s not always easy to achieve. Here are some tips to help you and your partner get on the same page financially.

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Taking the fear out of finances: 4 tips from real people who overcame their stress over money

Posted on Categories Grow your savings, How to save, Navigate life changesTags , , Leave a comment on Taking the fear out of finances: 4 tips from real people who overcame their stress over money
Author Cara Reynolds - SUM180 Community Manager

For most of us, money represents security, so uncertainty related to money can really wreak havoc with our peace of mind. The trick is to find ways to work past the fear and stress, so you can keep moving towards your financial goals.

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